Edith Sheppard
NEWLAND
Summary
Dynamic Master Tax Advisor with H & R Block Tax Services, leveraging tax compliance expertise and financial analysis to maximize client refunds and minimize liabilities. Proven track record in developing tailored tax strategies and mentoring teams, enhancing operational efficiency and client satisfaction. Skilled in navigating complex tax regulations while fostering collaborative relationships.
Experienced with complex tax regulations and compliance. Utilizes advanced analytical skills to provide tailored tax solutions and minimize client liabilities. Knowledge of team collaboration and client-focused service ensures reliable results and adaptability to evolving tax needs.
Overview
30
30
years of professional experience
1
1
Certification
Work History
Advisor
QuickBooks
01.2009 - Current
- Advised on strategic initiatives to enhance operational efficiency and improve client satisfaction.
- Developed comprehensive training programs to onboard new staff effectively and ensure alignment with company goals.
- Collaborated with cross-functional teams to implement process improvements that increased workflow efficiency.
- Developed financial plans tailored to client needs and objectives.
- Managed financial reporting processes, ensuring compliance with regulatory standards and accuracy in financial statements.
- Tracked business revenue and expenditures and reconciled accounts to maintain high accuracy.
- Identified cost-saving opportunities through thorough budget analysis and expense tracking.
- Analyzed financial data to identify trends and provided actionable insights for management, leading to improved business performance.
- Managed tax compliance tasks, filing accurate returns on time to avoid penalties or interest charges.
- Simplified financial data presentation to non-financial colleagues, facilitating informed decision-making throughout the organization.
Master Tax Advisor
H & R Block Tax Services
01.2003 - 05.2025
- Assisted clients with tax preparation and filing processes.
- Researched tax regulations to ensure compliance and accuracy.
- Supported team in organizing client documentation for audits.
- Maintained up-to-date knowledge of changes in tax laws and policies.
- Leveraged advanced knowledge of income taxation to minimize liabilities and maximize refunds across various industries served.
- Developed and delivered customized tax planning services, resulting in effective long-term financial management for clients.
- Coordinated with external financial advisors to ensure clients'' holistic financial goals aligned with their tax strategies.
- Trained junior team members on various tax software programs, enhancing overall efficiency within the department.
- Managed a diverse portfolio of clients, prioritizing tasks based on deadlines and complexity to ensure timely completion of all projects.
- Maximized client savings by identifying and executing tax strategies tailored to individual needs.
- Assisted clients facing audits by providing detailed documentation and expert guidance throughout the process.
- Mentored new hires to develop their understanding of complex tax concepts, fostering a supportive learning environment.
- Collaborated with colleagues to stay informed on current tax laws and regulations, ensuring accurate advice for clients.
- Advised small business owners on best practices for managing taxes efficiently, supporting their growth objectives in a compliant manner.
- Analyzed financial records to verify accuracy of tax returns.
Office Manager/Team Leader
H & R Block Tax Services
01.2003 - 05.2025
- Streamlined office operations, enhancing workflow efficiency and productivity.
- Managed scheduling and coordination for client appointments, optimizing staff utilization.
- Developed training materials and conducted onboarding sessions for new employees.
- Implemented inventory management systems to track supplies and reduce costs.
- Oversaw compliance with regulatory requirements, ensuring accuracy in tax preparation processes.
- Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
- Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
- Maintained accurate financial records by reconciling accounts payable/receivable transactions regularly to ensure balanced budgets.
- Coordinated office events and meetings, ensuring timely execution and optimal scheduling for all participants.
- Served as a liaison between upper management and staff members, facilitating open channels of communication to address concerns or issues promptly.
- Coordinated with IT department to upgrade office technology, enhancing overall efficiency and data security.
- Implemented comprehensive training program for new hires, improving their integration into team and productivity.
- Kept high average of performance evaluations.
Bookkeeper
H & R Block Tax Services
01.2003 - 05.2025
- Managed accounts payable and receivable, ensuring timely processing of invoices and payments.
- Reconciled bank statements with internal records to maintain financial accuracy.
- Prepared monthly financial reports for management review, highlighting key trends and variances.
- Implemented automated bookkeeping systems to enhance operational efficiency and reduce manual errors.
- Posted daily receipts and payments in accordance with corporate protocols.
- Reviewed and filed financial documents, coded accounting entries for data processing, and posted daily receipts and payments in accordance with all corporate protocols.
- Completed tax forms in compliance with legal regulations.
- Improved financial accuracy by reconciling accounts and identifying discrepancies in financial records.
- Optimized payroll processing for accuracy, ensuring all employees were paid promptly and correctly.
- Assisted with cost reduction by identifying unnecessary expenses through detailed financial analysis.
- Facilitated smoother audits by maintaining organized financial records and documentation.
Area Manager
H & R Block Tax Services
01.2009 - 10.2024
- Developed and implemented training programs for staff to improve compliance with tax regulations and company policies.
- Oversaw performance metrics, ensuring teams met targets for client engagement and tax preparation accuracy.
- Streamlined workflow processes, reducing turnaround times for tax return preparation through effective resource management.
- Fostered a collaborative environment by mentoring team leaders in best practices for client relationships and team performance.
- Analyzed market trends to adapt services, enhancing competitive positioning within the local tax services landscape.
- Managed budgeting and financial forecasting, aligning resources with strategic business objectives to drive profitability.
- Established quality control measures that improved overall accuracy in tax filings, minimizing errors and enhancing client trust.
- Led a team to achieve company goals and exceed targets consistently, fostering a positive work environment.
- Managed daily operations for optimal performance, ensuring timely completion of tasks and projects.
- Conducted training sessions to educate employees on best practices and procedures to increase profitability.
- Coordinated with various departments to facilitate smooth communication, enhancing operational effectiveness.
- Negotiated contracts with vendors to secure favorable terms that benefited both parties involved.
- Maintained professional demeanor by staying calm when addressing unhappy or angry customers.
Waitress
Famous Louise's Rock House
04.1996 - 08.2021
- Delivered exceptional customer service in fast-paced dining environment.
- Managed multiple tables efficiently, ensuring timely food and beverage delivery.
- Collaborated with kitchen staff to accommodate special dietary requests and preferences.
- Implemented upselling techniques, enhancing overall guest experience and satisfaction.
- Resolved customer complaints promptly, maintaining positive dining atmosphere.
- Monitored inventory levels to ensure availability of essential supplies and equipment.
- Assisted in organizing restaurant events, contributing to increased patronage and engagement.
- Handled high-pressure situations with composure, maintaining excellent service standards even during busy shifts.
- Exhibited strong multitasking abilities, balancing multiple tables and orders while delivering prompt service.
- Remained calm and poised when dealing with difficult customers or during busy shifts.
- Carried out complete opening, closing and shift change duties to keep restaurant working efficiently and teams ready to meet customer needs.
- Answered customers' questions, recommended items, and recorded order information.
- Displayed enthusiasm and promoted excellent service to customers, successfully increasing referrals, and walk-in business.
Order Management Analyst
Hoffman Blacksmithing
02.2006 - 05.2019
- Analyzed order data to identify trends and improve fulfillment processes.
- Coordinated cross-functional teams to streamline order processing and enhance customer satisfaction.
- Developed and implemented standard operating procedures for order management efficiency.
- Monitored system performance and resolved issues related to order processing software.
- Sent emails to communicate order status and informed customers of back-orders or shipping delays.
- Handled customer credit applications and partnered with credit manager for approval and account setup.
- Reviewed order terms and conditions with customers to comply with company policy.
- Streamlined order management processes by implementing efficient tracking systems and tools.
- Provided exceptional customer service by promptly addressing inquiries or escalations related to orders or shipments.
- Managed high volumes of orders, ensuring accurate data entry and prompt fulfillment.
Education
GED -
Mayland Community College
Spruce Pine, NCNo Degree - Income Tax Preperation
Tax Works
Oklahoma City, OK05-2025
Skills
- Tax advisory services
- State and local taxation
- Tax compliance expertise
- Tax code interpretation
- Financial analysis
- Payroll tax management
- Estate and gift taxation
- Corporate tax management
- Cross-border taxation
- Financial statement review
- Data gathering
- Financial management
Certification
- Corporate,S-Corp Taxation - 2024
- Military taxation 2023
- Estate and Trust Taxation 2025
- Investment and Retirement Credits and deductions 2025
- Big Beautiful bill AFTR (Annual federal tax refresher) 2025
- Complex deductions 1040 1041 2025
- International taxation 2022
- Small Business Certification 2010
- Small Business tax update 2013,2016,2019,2021,2024
- Payroll tax compliance 2017
- Ethics 2001-2025
Timeline
Advisor
QuickBooks
01.2009 - Current
Area Manager
H & R Block Tax Services
01.2009 - 10.2024
Order Management Analyst
Hoffman Blacksmithing
02.2006 - 05.2019
Master Tax Advisor
H & R Block Tax Services
01.2003 - 05.2025
Office Manager/Team Leader
H & R Block Tax Services
01.2003 - 05.2025
Bookkeeper
H & R Block Tax Services
01.2003 - 05.2025
Waitress
Famous Louise's Rock House
04.1996 - 08.2021
GED -
Mayland Community College
No Degree - Income Tax Preperation
Tax Works